Latest Insights & Updates

Find the latest investment insights, research & model portfolio updates, and SMSF trustee updates to prepare for a smarter financial future. Premium content is members-only, while free insights are for all site visitors.

Change to Model Core Shares Portfolio

There has been a couple of changes to Lonsec’s Core Model Shares Portfolio. In this review, Lonsec has elected to remove...

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Change to Hybrids / Listed Income Model Portfolio

Following a review of the portfolio, Lonsec has elected to implement the following changes reflecting the upcoming expecte...

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Change to Core Model Share Portfolio

There has been a couple of changes to Lonsec’s Core Model Shares Portfolio. In this review, Lonsec has elected to ad...

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Changes to Diversified Listed Model Portfolios

Lonsec’s Listed Diversified Model Portfolios have been reviewed, and we have made the following changes to the portf...

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Change to Core Model Share Portfolio

A change has been flagged today in the Core Model Shares Portfolio. One holding has been removed due to recent announcemen...

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Changes to Core Model Share Portfolio

The Core Model Share portfolio has just had 4 changes made to it. There are two new stock additions, and a reduction to tw...

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Changes to ASX Listed Diversified Model Portfolios

The Diversified ASX Listed Model Portfolios have had some changes, specifically in the Global Equities allocation, along w...

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Changes to Emerging Leaders Model Share Portfolio

There has been a number of changes to the Emerging Leaders Model Portfolio. Stocks involved on the add/increase side inclu...

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Changes to Core Model Shares Portfolio

The COVID-19 outbreak has triggered a significant sell off in markets and a spike in volatility across both equity and cre...

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